DIIMS End User Guide - Department of Public Works and Services

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DIIMS END USER TRAINING GUIDEFigure 2-2: The Add Folder page4. Complete the New Folder page with the required information:1 Name Enter the name of your folder.e.g. DIIMS Documentation2. Description Enter a description. The information is indexed (searchable), which enables users to usethe text as criteria for a search.3 Type Select a different folder icon when appropriate.5 Classifications This information should be inherited from the Parent Folder.6 Categories This information should be inherited from the Parent Folder.7 Create In Click Browse if you want to select another location within DIIMS.Table 2-2: Add Folder information5. Click Add. The new folder is added to the location you specified.Figure 2-3: The New FolderPage 20 of 106
DIIMS END USER TRAINING GUIDE3. Adding DocumentsBusiness users may create, share, collaborate on, and manage theircorporate information from within the DIIMS repository. Corporateinformation may have various types of formats: documents, meetingagendas, maps, reports, images, financial spreadsheets and letters.A document’s authormay assign different levels of access to documents:one level of access for their specific colleagues and another level ofaccess for the organization.There are several ways to add documents to the DIIMS Repository:1 Import There are three ways:1. From the Add Document menu, selectDocument>Existing to add an existing documentcurrently located on the Desktop or any other drive.2. Using the Drag & Drop function to add several documentsor items from DIIMS containers.3. Use Drag & Drop function in the Enterprise Connectinterface2 Add Word,Excel, PPT,DocumentThere are two ways:1. From the Add Document menu, select the New > MSOffice document type from the drop-down option.2. From MS Office, select Save As >to the DIIMS repository3 E-mail E-mail documents to existing e-mail-enabled folders.Table 2-3: Methods to add informationPage 21 of 106
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DIIMS End User Guide - Department of Public Works and Services

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